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iShares 0-5 Year TIPS Bond ETF

391 hedge funds and large institutions have $3.86B invested in iShares 0-5 Year TIPS Bond ETF in 2021 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 217 increasing their positions, 63 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 63

139% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 23

14% more capital invested

Capital invested by funds: $3.38B → $3.86B (+$477M)

8% more funds holding in top 10

Funds holding in top 10: 4043 (+3)

6% more funds holding

Funds holding: 368391 (+23)

0.96% less ownership

Funds ownership: 57.8%56.84% (-0.96%)

Holders
391
Holders Change
+23
Holders Change %
+6.25%
% of All Funds
6.85%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.75%
New
55
Increased
217
Reduced
63
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIA
226
World Investment Advisors
California
$874K +$63.4K +598 +8%
CIBC World Market
227
CIBC World Market
Ontario, Canada
$859K +$863K +8,135 New
CA
228
Continuum Advisory
Idaho
$858K +$222K +2,089 +35%
BU
229
BBVA USA
Alabama
$830K -$49.3K -465 -6%
AFAS
230
Acorn Financial Advisory Services
Virginia
$828K +$218K +2,051 +35%
CAN
231
Cetera Advisor Networks
California
$824K +$555K +5,231 +204%
GCA
232
Gradient Capital Advisors
California
$792K -$48.4K -456 -6%
PWA
233
Physician Wealth Advisors
Utah
$772K +$58K +547 +8%
NWM
234
Northwest Wealth Management
Iowa
$754K +$13.7K +129 +2%
CWA
235
Clearview Wealth Advisors
Oregon
$747K +$159K +1,501 +27%
LWANC
236
Laurel Wealth Advisors (North Carolina)
North Carolina
$740K +$530 +5 +0.1%
MWM
237
Meridian Wealth Management
Kentucky
$716K +$188K +1,773 +35%
GC
238
Gratus Capital
Georgia
$705K -$718K -6,771 -50%
MCG
239
McCollum Christoferson Group
New York
$692K +$111K +1,050 +19%
SS
240
Simplicity Solutions
Minnesota
$688K +$691K +6,511 New
GRP
241
Global Retirement Partners
California
$687K +$217K +2,045 +46%
KBFS
242
Kohmann Bosshard Financial Services
Ohio
$672K
CA
243
CGN Advisors
Kansas
$672K +$530 +5 +0.1%
AO
244
Advisor OS
Illinois
$659K +$10.2K +96 +2%
SGCA
245
Steel Grove Capital Advisors
Tennessee
$655K -$349K -3,287 -35%
CF
246
Clarity Financial
Texas
$653K -$51.7K -487 -7%
FANJ
247
Financial Architects (New Jersey)
New Jersey
$646K +$366K +3,452 +129%
SAM
248
Strategy Asset Managers
California
$635K +$9.23K +87 +1%
PP
249
Prudential plc
United Kingdom
$634K -$17K -160 -3%
3F
250
360 Financial
Minnesota
$634K